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HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameHUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN
Plan identification number 001

HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HUSEMAN & ASSOCIATES, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:HUSEMAN & ASSOCIATES, L.L.C.
Employer identification number (EIN):202248882
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMEY LOGRANDE2023-09-18
0012021-01-01JAMEY LOGRANDE2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFFREY HUSEMAN JEFFREY HUSEMAN2018-10-12
0012016-01-01JEFFREY HUSEMAN JEFFREY HUSEMAN2017-10-06
0012015-01-01JEFFREY HUSEMAN JEFFREY HUSEMAN2016-09-21
0012014-01-01JEFFREY HUSEMAN JEFFREY HUSEMAN2015-09-30
0012013-01-01JEFFREY HUSEMAN JEFFREY HUSEMAN2014-10-08
0012012-01-01JEFFREY HUSEMAN2013-08-28 JEFFREY HUSEMAN2013-08-28
0012011-01-01JEFFREY HUSEMAN2012-07-27 JEFFREY HUSEMAN2012-07-27
0012010-01-01JEFFREY HUSEMAN2011-06-01 JEFFREY HUSEMAN2011-06-01

Plan Statistics for HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0112
Number of participants with account balances2022-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0111
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112
Number of participants with account balances2019-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-179,710
Expenses. Total of all expenses incurred2022-12-31$13,237
Total plan assets at end of year2022-12-31$1,703,166
Total plan assets at beginning of year2022-12-31$1,896,113
Value of fidelity bond covering the plan2022-12-31$189,613
Total contributions received or receivable from participants2022-12-31$45,802
Other income received2022-12-31$-255,277
Net income (gross income less expenses)2022-12-31$-192,947
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,703,166
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,896,113
Assets. Value of assets in partnership/joint-venture interests2022-12-31$84,759
Total contributions received or receivable from employer(s)2022-12-31$29,765
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$13,237
2021 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$359,990
Expenses. Total of all expenses incurred2021-12-31$48,087
Benefits paid (including direct rollovers)2021-12-31$37,670
Total plan assets at end of year2021-12-31$1,896,113
Total plan assets at beginning of year2021-12-31$1,584,210
Value of fidelity bond covering the plan2021-12-31$130,000
Total contributions received or receivable from participants2021-12-31$83,460
Other income received2021-12-31$250,746
Net income (gross income less expenses)2021-12-31$311,903
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,896,113
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,584,210
Assets. Value of assets in partnership/joint-venture interests2021-12-31$84,759
Total contributions received or receivable from employer(s)2021-12-31$25,784
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$10,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$292,606
Expenses. Total of all expenses incurred2020-12-31$4,326
Benefits paid (including direct rollovers)2020-12-31$4,091
Total plan assets at end of year2020-12-31$1,584,210
Total plan assets at beginning of year2020-12-31$1,295,930
Value of fidelity bond covering the plan2020-12-31$130,000
Total contributions received or receivable from participants2020-12-31$50,176
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$219,845
Net income (gross income less expenses)2020-12-31$288,280
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,584,210
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,295,930
Assets. Value of assets in partnership/joint-venture interests2020-12-31$32,728
Total contributions received or receivable from employer(s)2020-12-31$22,585
Value of certain deemed distributions of participant loans2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$284,800
Expenses. Total of all expenses incurred2019-12-31$29,515
Benefits paid (including direct rollovers)2019-12-31$29,372
Total plan assets at end of year2019-12-31$1,295,930
Total plan assets at beginning of year2019-12-31$1,040,645
Value of fidelity bond covering the plan2019-12-31$130,000
Total contributions received or receivable from participants2019-12-31$44,901
Expenses. Other expenses not covered elsewhere2019-12-31$143
Other income received2019-12-31$217,316
Net income (gross income less expenses)2019-12-31$255,285
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,295,930
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,040,645
Assets. Value of assets in partnership/joint-venture interests2019-12-31$50,000
Total contributions received or receivable from employer(s)2019-12-31$22,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$24,333
Expenses. Total of all expenses incurred2018-12-31$26,220
Benefits paid (including direct rollovers)2018-12-31$26,220
Total plan assets at end of year2018-12-31$1,040,645
Total plan assets at beginning of year2018-12-31$1,042,532
Value of fidelity bond covering the plan2018-12-31$40,000
Total contributions received or receivable from participants2018-12-31$54,023
Other income received2018-12-31$-54,663
Net income (gross income less expenses)2018-12-31$-1,887
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,040,645
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,042,532
Assets. Value of assets in partnership/joint-venture interests2018-12-31$125,000
Total contributions received or receivable from employer(s)2018-12-31$24,973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$198,636
Expenses. Total of all expenses incurred2017-12-31$9,195
Benefits paid (including direct rollovers)2017-12-31$9,195
Total plan assets at end of year2017-12-31$1,042,532
Total plan assets at beginning of year2017-12-31$853,091
Value of fidelity bond covering the plan2017-12-31$40,000
Total contributions received or receivable from participants2017-12-31$49,615
Other income received2017-12-31$120,662
Net income (gross income less expenses)2017-12-31$189,441
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,042,532
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$853,091
Assets. Value of assets in partnership/joint-venture interests2017-12-31$125,000
Total contributions received or receivable from employer(s)2017-12-31$28,359
2016 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$122,275
Expenses. Total of all expenses incurred2016-12-31$8,177
Benefits paid (including direct rollovers)2016-12-31$8,177
Total plan assets at end of year2016-12-31$853,091
Total plan assets at beginning of year2016-12-31$738,993
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$43,034
Other income received2016-12-31$49,534
Net income (gross income less expenses)2016-12-31$114,098
Net plan assets at end of year (total assets less liabilities)2016-12-31$853,091
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$738,993
Assets. Value of assets in partnership/joint-venture interests2016-12-31$75,000
Total contributions received or receivable from employer(s)2016-12-31$29,707
2015 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$282
Total income from all sources2015-12-31$50,895
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$738,993
Total plan assets at beginning of year2015-12-31$688,380
Value of fidelity bond covering the plan2015-12-31$40,000
Total contributions received or receivable from participants2015-12-31$39,039
Other income received2015-12-31$-16,387
Net income (gross income less expenses)2015-12-31$50,895
Net plan assets at end of year (total assets less liabilities)2015-12-31$738,993
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$688,098
Assets. Value of assets in partnership/joint-venture interests2015-12-31$75,000
Total contributions received or receivable from employer(s)2015-12-31$28,243
2014 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$282
Total income from all sources2014-12-31$111,427
Expenses. Total of all expenses incurred2014-12-31$49,227
Benefits paid (including direct rollovers)2014-12-31$48,945
Total plan assets at end of year2014-12-31$688,380
Total plan assets at beginning of year2014-12-31$625,898
Value of fidelity bond covering the plan2014-12-31$40,000
Total contributions received or receivable from participants2014-12-31$46,298
Other income received2014-12-31$25,185
Net income (gross income less expenses)2014-12-31$62,200
Net plan assets at end of year (total assets less liabilities)2014-12-31$688,098
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$625,898
Assets. Value of assets in partnership/joint-venture interests2014-12-31$75,000
Total contributions received or receivable from employer(s)2014-12-31$39,944
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$282
2013 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$151,535
Expenses. Total of all expenses incurred2013-12-31$31,269
Benefits paid (including direct rollovers)2013-12-31$31,269
Total plan assets at end of year2013-12-31$625,898
Total plan assets at beginning of year2013-12-31$505,632
Value of fidelity bond covering the plan2013-12-31$40,000
Total contributions received or receivable from participants2013-12-31$38,081
Other income received2013-12-31$88,363
Net income (gross income less expenses)2013-12-31$120,266
Net plan assets at end of year (total assets less liabilities)2013-12-31$625,898
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$505,632
Assets. Value of assets in partnership/joint-venture interests2013-12-31$75,000
Total contributions received or receivable from employer(s)2013-12-31$25,091

Form 5500 Responses for HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN

2022: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number432-80036
Policy instance 1
Insurance contract or identification number432-80036
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number432-80036
Policy instance 1
Insurance contract or identification number432-80036
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-808238
Policy instance 1
Insurance contract or identification numberGA-808238
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees606
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-808238
Policy instance 1
Insurance contract or identification numberGA-808238
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees540
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-808238
Policy instance 1
Insurance contract or identification numberGA-808238
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees357
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-808238
Policy instance 1
Insurance contract or identification numberGA-808238
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Amount paid for insurance broker fees502
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameHUB INTERNATIONAL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-808238
Policy instance 1
Insurance contract or identification numberGA-808238
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,940
Total amount of fees paid to insurance companyUSD $306
Commission paid to Insurance BrokerUSD $1,940
Insurance broker organization code?3
Amount paid for insurance broker fees306
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameHUB INTERNATIONAL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-808238
Policy instance 1
Insurance contract or identification numberGA-808238
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,597
Total amount of fees paid to insurance companyUSD $215
Commission paid to Insurance BrokerUSD $1,597
Insurance broker organization code?3
Amount paid for insurance broker fees215
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameHUB INTERNATIONAL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-808238
Policy instance 1
Insurance contract or identification numberGA-808238
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,671
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,671
Insurance broker organization code?3
Insurance broker nameCHASE INSURANCE AGENCY INC

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